The retail adviser market has been successfully using IRESS for a long time – too long, according to a global financial technology provider.
Dion Global Solutions claims that its new advisory front end tool, TradeCentre, will be a viable alternative for advisers, offering flexibility and customisation on any device. It launches the solution today, and is hoping to tap into “a long standing frustration in the Australian retail trading and investment market”.
TradeCentre will provide advisers with a tool to make quicker trading decisions and better service their customers, says Dion Asia Pacific managing director Joe Nash. “With access to customer account details via back office system integration, advisers now have instant access to all the relevant information required to trade more effectively.” The platform includes integration to live news feeds and social media.
Australian financial services company Hartleys is already using the solution and CEO Charlie Ransom says that it meets the needs of the industry for “a solution that is technically advanced and helps cut costs.”